Half of all businesses fail because of an unexpected divorce, disagreement, disability, distress or death, according to research by the Exit Planning Institute. Financial advisors may want to relay ...

The recent Brown Brothers Harriman Private Business Owners Survey has generated lots of buzz in our circles. One statistic that stood out to me was that 91% of business owners want their companies to ...

Given these facts, financial planners and advisors should take note: business owners and self-employed individuals are no longer a niche clientele. Wherever you are and whomever you serve, your ...

While large, multinational companies like Apple, Google and Amazon tend to dominate the daily financial headlines, smaller firms arguably have more of an impact on the U.S. economy. Indeed, in many ...

As a kid, I watched my father work many long days building his business from scratch. He had to wear many hats addressing the myriad of challenges his business faced. I often wonder if he would have ...

American businesses that have been run by successive generations of the same family may become rarer as owners opt for an alternative succession route. A survey of financial advisors by Edward Jones ...

The financial advice industry in the U.S. is finally learning how to serve the growing population of “overlooked millionaires,” investors with between $2 million and $20 million in assets whose needs ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

PHILADELPHIA--(BUSINESS WIRE)--RISR, the first comprehensive business owner engagement platform for financial advisors, announced today its partnership with NewEdge Wealth, a division of NewEdge ...

James Jack, Head Of The Business Owners Client Segment in the Americas for UBS Global Wealth Management, named Best for Business Owners, speaks with Global Finance about how the bank serves successful ...

For more than 20 years, Homer Smith of Konvergent Wealth Partners and the Integrated Family Office has been developing a client service model focused on guiding high-net-worth business owners from ...